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They do a good job in cybersecurity. Shares were mispriced at its IPO. Shares have gone straight up.

Pays a 3.3% yield and has great drugs. Even with the talcum powder litigation, he'd buy it here.

Still has room to run, given its subscription business.

Wind and solar power aren't enough to power the energy-hungry data centres that gen AI needs. Rather, natural gas is the baseload--nat gas will power gen AI. GEV has huge cash flow. They just announced a $6 billion buyback and a 25-cent dividend. GEV is the best of the GE spin-offs of years ago.

In its annual report, GIB.A disclosed the degree of client concentration, the company’s revenue with the U.S. federal government consisting of various agencies accounted for around 13.5% of GIB.A’s total revenue in FY2023.

The U.S. government is one of the largest customers of GIB.A. That being said, so far, DOGE is mostly just noise. Of course, there is always a risk when doing business with the government especially when companies raise prices with the government too much. We don’t think GIB.A is the target of that program, there are lots of other niches that demonstrate price-gouging behaviour rather than IT services.

Even in the worst-case scenario, if GIB.A is limited in terms of raising its capabilities with the government; we think the company can still do just fine if the other 87% of its revenue sources keep doing well.
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SYF is a consumer finance company; the company was spun out of GE back in 2015. SYF has maintained an attractive Return on Equity (ROE) profile along with consistent share buybacks over the years. SYF is trading at 1.8x Forward P/E, an expansion compared to previous years of around 1.2x, given the recent improving operating results.

We think SYF still looks quite cheap, but the business is mature, and growth is quite limited, investors need an appropriate expectation for SYF that although it may not be a compounder, SYF can potentially do comfortably well around 10%-12% over the long term (price appreciation and dividends) for investors. Portfolio allocation is a personal decision, we tend not to recommend a precise allocation, depending on investors’ risk tolerance.
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We feel the outlook for natural gas in the coming year is met with moderate growth, and potential lots of volatility. Underlying global natural gas demand should increase, and the completion of Canada's LNG pipeline to the Pacific could improve ARX's profitability. Its recent momentum has been positive, and it offers a decent yield (2.7%) with a solid valuation of 10.5X forward earnings. Growth is expected to be decent in the coming years, and its profit margins are healthy. We think it looks OK here, although, it is expected to be volatile and it needs to resume its topline growth. For an investor that is bullish on the outlook for natural gas, we would be OK accumulating here.
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Market Update:

The TSE Index was up 6.16% in the month of November, up 23.93% YTD and 26.73% over the past year. Canadian GDP was up 0.30% in the fourth quarter of 2024 and 2.00% for the full year; in the USA the GDP was up 2.80% in the fourth quarter and 2.70% for the full year. The Canadian inflation rate was up 2% annually and the US inflation rate was up 2.60% annually in November 2024. With this background, the following Table presents the highest and lowest performers for the month of November 2024.
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